Tesla posted 17,200 new insured registrations in China during the week of September 15th to the 21st, marking its third-highest week of 2025 and the strongest week of the quarter, according to data shared by Roland Pircher. The figure represents a 33.2% increase from the prior quarter, a 12.7% weekly rise, and a 25.6% year-over-year gain, though year-to-date sales in China remain down 5.9%. Stronger Chinese demand comes as Tesla faces weaker sales in other markets, including a 40.2% decline in Europe and its U.S. market share slipping below 40% for the first time since 2017. Despite these headwinds, analysts expect Tesla to beat third-quarter delivery estimates, driving a share price rebound even as critics warn of overvaluation. Tesla is facing a lawsuit in China from customers alleging failure to deliver promised FSD features.
